Rory Johnston on How Oil Could Surge to Over $200 a Barrel

2026-03-10 · 37 min · 15 entities

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Asserted relationships

→ appeared on Odd Lots podcast

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evidence rules-v4
Rory Johnston on How Oil Could Surge to Over $200 a Barrel
→ authored Commodity Context newsletter book

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evidence rules-v4
author of the Commodity Context newsletter
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses News concept

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evidence rules-v4
Feed category: News
→ discusses Investing concept

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evidence rules-v4
Feed category: Investing
→ discusses News Commentary concept

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Feed category: News Commentary
→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

0.50

evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

0.50

evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

0.50

evidence rules-v4
Feed category: Business News
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News Commentary concept

0.40

evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

books 2

mentioned Commodity Context newsletter book

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evidence rules-v4
author of the Commodity Context newsletter
authored Commodity Context newsletter book

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evidence rules-v4
author of the Commodity Context newsletter

companys 2

mentioned Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Rory Johnston person

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evidence rules-v4
Rory Johnston on How Oil Could Surge to Over $200 a Barrel

podcasts 1

appeared on Odd Lots podcast

0.63

evidence rules-v4
Rory Johnston on How Oil Could Surge to Over $200 a Barrel

Episode description as stored

Oil has obviously spiked massively since the start of the war with Iran. And if you look at various end products, such as jet fuel, the surge is even more extreme. And if the war is prolonged, or if the Strait of Hormuz continues to be functionally blocked, then this could just be the start of an even bigger spike. On this episode, we speak with Rory Johnston, the author of the Commodity Context newsletter. Rory is typically a very level headed guy, and not a doomer at all. And even he is quite alarmed. He says that the persistent closure of the Strait of Hormuz is such big disruption to contemplate that it’s typically used as the worse case scenario in industry thought experiments. He walks us through how oil could go to $200 a barrel or beyond, resulting in higher prices at the pump for American consumers, and perhaps significant shortages in the rest of the world. Read more: Trump Signals Possible End to War, Floats Removing Oil Sanctions Venezuela Oil Buyer Says Its Cargo Is Sailing to Caribbean Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.